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Generate more leads with the tractFile + Open Loyalty integration
tractFile / Open Loyalty
Integrations

Generate more leads with the tractFile + Open Loyalty integration

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Does tractFile integrate with Open Loyalty? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting tractFile and Open Loyalty

Quick summary of tractFile

tractFile is a powerful and simple to use contract management and CRM software. The tractFile system is fully customizable and flexible and allows you to keep track of contracts and recurring transactions. tractFile also boasts an excellent CRM module which is great for setting reminders and keeping up with your customers' needs.

The CRM module also allows you to create company profiles or only customer profiles and you can link client profiles to a company. Once in the system, you can connect reminders to customers so you know when to send them by e-mail or if you have a meeting with them.

The tractFile contract management module allows you to create templates for your contracts by highlighting different clauses in the contract to send to your customers to make sure they read that part. You can also set up recurring payments for contracts that automate billing.

Quick summary of Open Loyalty

Open Loyalty is a cloud-based and open-source platform designed to help organizations create custom loyalty and gamification solutions with lots of features like customer management, management of revenue point rules, and award campaign management. With Open Loyalty, users who adopt the open-source approach can fully customize the design and functionality of their loyalty application.

Thanks to Open Loyalty, the functionality of the customer management and earnings points rules allows users to add and manage registered customers in their loyalty app and to define rules to earn points based on transactions and customer behavior.

Moreover, with Open Loyalty users can manage the prizes available in their loyalty app by determining who can redeem them. Open Loyalty also allows users to establish levels and create segments based on transactions and customer behavior.


What you can do with tractFile and Open Loyalty

Create new Open Loyalty leads with tractFile

Update Open Loyalty leads with tractFile


Other popular Open Loyalty integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


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